生成国泰海通/海通国际风格的证券研究报告。适用于个股研究、行业跟踪、投资简报等金融文档。触发词:国泰海通、海通国际、行业跟踪、股票研究、证券研究。支持国内与国际双模板。
Scanned 9/6/2026
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---
name: stock-research-report-cn
description: 生成国泰海通/海通国际风格的证券研究报告。适用于个股研究、行业跟踪、投资简报等金融文档。触发词:国泰海通、海通国际、行业跟踪、股票研究、证券研究。支持国内与国际双模板。
---
# Guotai Haitong Research Report Style
Generate securities research reports following the visual identity and document structure of Guotai Haitong Securities (国泰海通证券) and Haitong International (海通国际).
## Overview
Two report style variants from actual SOTA reference artifacts:
1. **Guotai Haitong Domestic (国泰海通证券)** - For mainland China industry tracking reports (产业观察/产业跟踪)
2. **Haitong International (海通国际)** - For international equity research and industry tracking reports (股票研究/行业跟踪报告)
## Workflow
1. Determine target style variant (see "Style Selection")
2. Read the appropriate contract files from `references/`
3. Apply style contract and structure contract when generating the document
4. Produce output in user's requested format
## Style Selection
| Context | Use Variant |
|---------|------------|
| User mentions 国泰海通, 产业观察, 产业跟踪, mainland Chinese research | Guotai Haitong Domestic |
| User mentions 海通国际, HTI, 股票研究, 行业跟踪报告, international | Haitong International |
| User does not specify | Default to Guotai Haitong Domestic |
| User requests both or either | Prefer Guotai Haitong Domestic |
Read `references/style_contract.md` for full visual specifications.
Read `references/structure_contract.md` for document structure templates.
## Reference Source
- **Reference type**: Uploaded PDF artifacts
- **Reference artifact type**: PDF
- **Reference File Type**: PDF
- **Primary language**: Chinese (Simplified) with English mixed content
## Typography (Corrected from SOTA Analysis)
The reference documents use **KaiTi (楷体_GB2312)** for Chinese body text in BOTH variants, confirmed via font extraction:
- **Chinese body text**: KaiTi / KaiTi_GB2312 (楷体) - semi-cursive style
- **Chinese headings**: SimHei (黑体) - sans-serif bold
- **Guotai Haitong Latin**: Arial, Times New Roman (Bold for headings)
- **Haitong International Latin**: Calibri, Arial, Times New Roman (Bold for headings)
Font strategy for output generation:
1. Use a CJK-capable KaiTi-family font for Chinese body text in both variants
2. Use SimHei / Noto Sans CJK SC Bold for headings in both variants
3. Define a consistent font family covering both CJK and Latin scripts
4. Do not mix Latin-only fonts (Helvetica, Calibri) with CJK fonts on a per-paragraph basis
5. Ensure table cells support wrapping for CJK text to prevent overflow
## Supported Outputs
- **PDF** (default for final reports)
- **DOCX** (for editable documents)
- **PPTX** (when slide format is explicitly requested)
## Default Output Selection
- If user explicitly requests a format, use that format
- Otherwise, default to **PDF** for final reports
- Use **DOCX** when user requests editable/draft format
- Use **PPTX** only when user explicitly requests presentation format
## Key Style Summary (Critical Details)
### Guotai Haitong Domestic Colors (Extracted from SOTA)
| Element | Hex | RGB |
|---------|-----|-----|
| Primary brand blue (title, headings) | `#00509c` | 0, 80, 156 |
| Header text / bullet accent | `#124c8f` | 18, 76, 143 |
| Horizontal rule (bright blue) | `#419bf9` | 65, 155, 249 |
| Body text | `#333333` | 51, 51, 51 |
| Header/footer / disclaimer text | `#666666` | 102, 102, 102 |
| Background | `#ffffff` | 255, 255, 255 |
### Haitong International Colors (Extracted from SOTA)
| Element | Hex | RGB |
|---------|-----|-----|
| Title text / logo | `#0e4c87` | 14, 76, 135 |
| Primary blue (same as GTH) | `#00509c` | 0, 80, 156 |
| Sidebar dark blue | `#004f97` | 0, 79, 151 |
| Sidebar light blue | `#53c3f1` | 83, 195, 241 |
| Footer gradient line | `#0081cc` | 0, 129, 204 |
| Bullet accent | `#2fb3d8` | 47, 179, 216 |
### Critical Cover Page Elements (Guotai Haitong)
- Company logo image (top-left): 国泰海通证券 with blue globe icon
- Blue city skyline decorative banner (top-right) - vector/gradient graphic
- Category label banner: 产业观察 (center-top, in branded style)
- Date: YYYY.MM.DD (top-right)
- Main title: Large bold blue text, format `【类别跟踪】主标题`
- One-line summary starting with "摘要:"
- Structured bullet-point TOC on cover with blue circle bullets
- Right panel: 产业研究中心 + analyst info (name, title, phone, email, cert number)
- Bottom-right: 往期回顾 section listing previous reports with dates
- **NO decorative circles or abstract geometric decorations**
### Critical Cover Page Elements (Haitong International)
- Left sidebar: Full-height vertical gradient blue bar with white rotated text (股票研究 / 行业跟踪报告 / 证券研究报告)
- Company logo: 海通国际 HAITONG with blue globe icon (top-left)
- Category label + date (top-right): 股票研究 / YYYY-MM-DD
- Main title: Large bold blue text
- Category tag (right): 计算机 / Computer
- Analyst block: Name, email
- 本报告导读 section
- 投资要点 section with blue circle bullets
- Right-side disclaimer summary
- Bottom: Blue gradient decorative line + disclaimer text
### Table of Contents (Page 2)
- Centered heading "目录"
- **Must include dotted leaders connecting section names to page numbers**
- Page numbers right-aligned
- Format: `1. AI行业动态 .................. 3`
### Header/Footer Rules
**Guotai Haitong:**
- Header (all pages except cover): Logo + company name (left) | 产业观察 (right), separated by bright blue horizontal rule
- Footer: "请务必阅读正文之后的免责条款部分" (left) + "X of Y" page numbering (right)
**Haitong International:**
- Header (all pages except cover): Logo (left) | Report type label (right), separated by horizontal rule
- Footer: Blue gradient decorative line + disclaimer text + page number centered + small logo
### Document Structure Rules
- Cover page = page 1
- Table of Contents = page 2
- Body content starts page 3
- Risk Warning section starts on new page
- Legal Disclaimer starts on new page (multiple pages)
- Each main section starts on new page when space insufficient
- No orphaned headings
### Information Density
Professional Chinese brokerage reports are **densely packed** with text. Minimize whitespace:
- Body text: justified alignment, 10.5-11pt
- Generous but not excessive paragraph spacing
- News items flow continuously with minimal gaps
- Body pages should feel text-rich, not sparse
## Output Policy
- Maintain consistent section hierarchy across all output formats
- Preserve exhibit numbering, table semantics, and visual hierarchy
- Header/footer rules apply per selected variant contract
- Cross-reference sections by number throughout document
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